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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,867 | $217,432-72.5% | $185,851-67.8% | $167,553-64.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.20% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.7pp |
| Employer contribution / active EE | $13,849 | $5,874+135.7% | $5,168+167.9% | $4,840+186.1% |
| Participant deferral / active EE | $6,221 | $6,357-2.1% | $5,569+11.7% | $6,343-1.9% |
| Admin fee / account holder | $5,570 | $19,820-71.9% | $16,245-65.7% | $12,316-54.8% |